Associate - Mid-Cap Financial Sponsors Group

JPMorgan Chase & Co.; Chicago (IL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase & Co. is seeking an Associate in the Mid-Cap Financial Sponsors Group in Chicago to support senior team members, build client relationships, and assist in executing transactions for private equity firms and their portfolio companies.

The role involves collaboration with sector coverage and product bankers, assisting in due diligence, and preparing sponsor presentations to drive business development. Requires FINRA licenses and strong communication skills.

Qualifications

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience.
• 2+ years of related experience in financial services, investment banking, commercial banking, or private equity.
• FINRA Series 79, Series 63, and SIE required (or must be obtained within the first 90 days of employment).
• Excellent communication and presentation skills.
• Strong work ethic, motivation, and ability to collaborate across teams.
• Personal integrity, initiative, and leadership qualities.
• Capacity to interact and build relationships with a wide range of people and act as a point of contact.

Responsibilities

• Partner with senior members to prospect, pitch, and execute transactions.
• Support client meetings and drafting sessions; assist in due diligence.
• Analyze strategic and financial merits of proposed transactions.
• Assist with client advisory work, structuring and negotiation of legal documents.
• Prepare sponsor presentations to support business development.
• Develop and maintain sponsor client relationships.
• Coordinate with product partners to maximize collaboration.
• Perform portfolio reviews and summarize findings in presentations.
• Manage internal processes and KPI tracking.
• Support deal closing and funding with internal teams.
• Mentor Analysts on the team.

Skills

Communication skills

Presentation skills

Team collaboration

Relationship building

Leadership qualities

Education

Bachelor’s degree in Business Administration, Accounting, Finance, or a related field

2+ years of related experience in financial services, investment banking, commercial banking, or private equity

FINRA Series 79

FINRA Series 63

SIE

Job description

As an Associate with the Mid-Cap Financial Sponsors Group, you will play a key role in supporting senior team members, building strong client relationships, and contributing to the execution of transactions for private equity firms and their portfolio companies.

Job Responsibilities

• Partner with senior members of the Mid-Cap Financial Sponsors Group, sector coverage, and product bankers to prospect, pitch, and execute transactions on behalf of private equity firms and their portfolio companies
• Support client meetings and drafting sessions; assist in analyzing business plans and participating in due diligence sessions
• Examine the strategic and financial merits of proposed transactions for marketing and business development purposes
• Play an active role in the execution of mandated deals, including client advisory work, structuring and negotiation of legal documents, and coordination of distribution
• Prepare presentations to sponsor clients to support business development efforts
• Develop and maintain relationships with clients to enhance overall JPMorganChase relationships and identify new opportunities
• Coordinate with product partners across the firm to maximize collaboration in sponsor coverage efforts
• Perform portfolio reviews of sponsor clients to assess new opportunities across various products and summarize key findings in presentations
• Manage internal processes related to coverage efforts and information/Key Performance Indicator (KPI) tracking
• Work closely with internal support departments to ensure seamless deal closing and funding
• Assist with the development and mentorship of Analysts on the team

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree in Business Administration, Accounting, Finance, or a related field, or equivalent experience
• 2+ years of related experience in financial services, investment banking, commercial banking, or private equity
• FINRA Series 79, Series 63, and SIE required (or must be obtained within the first 90 days of employment)
• Excellent communication and presentation skills
• Strong work ethic, motivation, and ability to collaborate across teams
• Personal integrity, initiative, and leadership qualities
• Capacity to interact and build relationships with a wide range of people and act as a point of contact

Preferred Qualifications, Capabilities, and Skills

• Experience working with private equity firms or in a Financial Sponsors, Investment Banking, or Commercial Banking environment
• Demonstrated ability to manage multiple priorities and meet deadlines in a fast-paced environment

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

This role is not eligible for employer sponsored immigration support of any kind.